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JPMorgan Ultra-Short Income ETF
JPST

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
776
Belpointe Asset Management
Nevada
$636K +$260K +5,149 +70%
BFF
777
Byrne Financial Freedom
Massachusetts
$634K -$171K -3,382 -21%
USCWA
778
U.S. Capital Wealth Advisors
Texas
$634K +$50.5K +1,000 +9%
RFN
779
Redwood Financial Network
Ohio
$627K +$34K +674 +6%
SFI
780
SPC Financial Inc
Maryland
$621K -$55.7K -1,102 -8%
CD
781
Chapin Davis
Maryland
$613K – – –
JMFC
782
J.M. Forbes & Co
Massachusetts
$608K +$362K +7,172 +148%
AWA
783
AGH Wealth Advisors
Kansas
$608K – – –
PCA
784
Pallas Capital Advisors
Massachusetts
$608K – – –
CPA
785
Capital Planning Advisors
California
$608K – – –
OPWM
786
Oxinas Partners Wealth Management
Indiana
$602K -$10.4K -206 -2%
SG
787
StoneX Group
New York
$589K -$115K -2,279 -16%
EFG
788
Ehrlich Financial Group
California
$582K +$580K +11,481 New
ACA
789
Atlas Capital Advisors
Wyoming
$581K -$4.55K -90 -0.8%
TFA
790
Tobias Financial Advisors
Florida
$576K +$3.48K +69 +0.6%
SIAP
791
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$575K -$55.3K -1,094 -9%
RFP
792
Root Financial Partners
California
$571K +$368K +7,283 +182%
PA
793
Prossimo Advisors
California
$570K – – –
RL
794
Retireful LLC
Michigan
$554K -$72K -1,425 -12%
NFC
795
Northstar Financial Companies
Pennsylvania
$550K +$111K +2,193 +25%
AWM
796
Atticus Wealth Management
Florida
$547K +$51.6K +1,021 +10%
WP
797
WealthShield Partners
North Carolina
$544K -$24.5K -485 -4%
PIA
798
Pinion Investment Advisors
Kansas
$541K -$1.02M -20,252 -65%
BWP
799
Balboa Wealth Partners
Arizona
$539K – – –
SGCA
800
Steel Grove Capital Advisors
Tennessee
$536K +$534K +10,569 New
30 31
32
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